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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,855 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $17,484 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,737 | $63,768-45.5% | $98,483-64.7% | $79,391-56.2% |
| Participation rate | 80.6% | 69.9%+10.7pp | 73.3%+7.2pp | 70.7%+9.9pp |
| Annual return | 16.74% | 626.18%-609.4pp | 1494.38%-1477.6pp | 116.88%-100.1pp |
| Employer contribution / active EE | $1,213 | $2,558-52.6% | $2,961-59.0% | $2,428-50.0% |
| Participant deferral / active EE | $2,332 | $3,305-29.4% | $4,276-45.5% | $4,046-42.4% |
| Admin fee / account holder | $153 | $516-70.3% | $5,953-97.4% | $627-75.5% |